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Baystate Wealth Management’s United Therapeutics UTHR Stock Holding History

Baystate Wealth Management’s Portfolio UTHR Stock Details UTHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-9
Closed -$3K – 1084
2022
Q4 		$3K Buy
+9
New +$2.27K ﹤0.01% 765

Other funds holding UTHR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Baystate Wealth Management's UTHR Position: Q1 2023 in Review

Baystate Wealth Management sold out of United Therapeutics (UTHR) in Q1 2023, closing a stake of 9 shares — an estimated $3K sold.

Baystate Wealth Management first reported a position in UTHR in Q4 2022 and held it in 1 quarter. The position peaked at $3K in Q4 2022. 505 funds tracked by Wall St. Rank hold UTHR as of Q1 2023.

  • Baystate Wealth Management reported no remaining United Therapeutics position as of Q1 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 9 United Therapeutics shares in Q1 2023, an estimated $3K.
  • Baystate Wealth Management first reported a position in United Therapeutics in Q4 2022 and held it in 1 quarter.
  • Baystate Wealth Management's United Therapeutics position peaked at $3K in Q4 2022.
  • 505 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2023.

Based on Baystate Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.